Stephen B. Poynter

Portfolio / Research Associate

Stephen serves as a Portfolio/Research Associate, researching and analyzing investments in an effort to help clients achieve their investment goals.  In addition, he has experience in other areas of the office, including Financial Planning and Marketing, and assists in those capacities when needed. Striving to live life to the fullest, he enjoys spending time with his wife, creative writing, traveling, hiking, biking, music, and reading.

Certifications, Licenses, and Registrations

  • Registered Admin with Triad Advisors, LLC
  • Accident, Life, Health, and Variable Life/Variable Annuity Insurance Licenses

Education and Training

  • Series 7, 66
  • Bachelors Degree - Finance; University of Wisconsin - Eau Claire

Published Articles